Aadarsh B Jagadish
Investment adviser representative at Independent Advisor Alliance, LLC
11 yearsExperience
1 stateRegistered in
$17.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Independent Advisor Alliance, LLCMar 2019 to now
- LPL Financial LLCDec 2017 to now
- Independent Financial PartnersDec 2017 to Feb 2019
- MML Investors Services, LLCMar 2017 to Dec 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Dec 2017
- Metlife Securities Inc.Jan 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4270136
- Firm CRD
- 168267